How do I bulk create email invitations for multiple user accounts?

You can create user accounts in several different ways - This article provides information on bulk inviting multiple users via email with an assigned role based on group membership

User creation and role-based access control (RBAC) are performed by Administrators and accessed through SETTINGS (Cog icon) in the top right-hand corner of the screen and then USERS  from the left-hand menu.

You will see the following five options - This article provides information on "Bulk Invite Users" 

The "Invite Single User" feature is predicated on email integration being completed  - See KB article "How to enable Email integration in AppScore"

  • Click "Bulk Invite Users", then "Invite New Users via CSV" and  "Download User Invite Template"
  • Provide the following information for each user account into the import template
  • First Name and Last Name of the user
  • Email - The email address will be used to login to AppScore
  • Passwords must conform to the following standards
    • Minimum 8 characters 
    • Maximum 128 characters
    • Passphrases are allowed
    • Contains two from the following list
      • Contain at least 1 lowercase character
      • Contain at least 1 uppercase case character
      • Contain at least 1 number
      • Contain at least 1 special character

The user will be forced to change their password upon first login

  • Assign a role to the user by providing TRUE or FALSE in the appropriate cell as per the example below - See Roles and Definitions in the table "User Roles and Definitions"
    • The below sample import template creates two active users with "Power User" for John and "Power User Assigned" for Jane

User Roles and Definitions 

Role  Permissions
Admin User Full platform-wide rights with no restrictions
Power User This user has full access to all applications and servers data and limited access to platform settings.
Read and Report Only User (R&R) This user has read-only access to all applications and servers data.
Power User Assigned (Power*) This user has full access to all assigned applications and servers data.
Default User This user has view-only access to assigned applications.
Technical User This user role can only see assigned application questions that have been categorised as "technical" and has no visibility of 7Rs recommendations or scoring.
Business User This user role can only see assigned application questions that have been categorised as "business" and has no visibility of 7Rs recommendations or scoring.
Application User This user role can only see assigned application questions that have been categorised as "application" and has no visibility of 7Rs recommendations or scoring.

For further information on user roles and definitions please refer to the KB article "User Roles and Definitions"

  • Import the completed template as per the on-screen instructions 

Please note the Guidelines and Rules for importing user data 

You have successfully bulk invited  AppScore users